The new 1031 exchange platform built for modern firms

What a 1031 exchange platform should do

A Section 1031 like-kind exchange has a strict sequence: the relinquished property sells, proceeds move to a Qualified Intermediary, the investor identifies replacement property within 45 days, and the purchase closes within 180 days. Every step creates paperwork, deadlines and money movements that someone has to track without error. A missed deadline or a mishandled wire can cost a client their entire tax deferral.

A true 1031 exchange platform replaces the patchwork of tools firms use to manage that risk. Instead of a calendar for deadlines, a spreadsheet for escrow balances, a folder for documents and an inbox for client updates, the platform keeps all of it attached to the exchange itself, so nothing lives in someone's head.

Everything in one exchange file

• Exchange command center: every active exchange with status, client, relinquished property and live 45-day and 180-day countdowns.
• Automated status timeline: exchanges move forward on their own as checklists complete and funds land in escrow.
• Escrow ledger with interest accrual: deposits, disbursements and estimated interest earned, exchange by exchange.
• Identification rule checks: replacement properties are validated against the three-property, 200% and 95% rules.
• Auto-generated, e-signed documents: exchange agreements, assignments and designation notices without retyping.
• White-labeled client portal: clients see their deadlines, documents and balance under your brand.
• Delivery-tracked email and SMS: know when a client update arrived, and resend in one click if it didn't.

Why firms are switching to a new 1031 exchange platform

Legacy 1031 software usually needs training, add-on fees for e-signature or client portals, and manual work to keep deadlines current. DeferAlly was built to need no training: the interface is modern, deadlines calculate themselves from the sale date, and the client portal and e-signature come built in rather than as paid extras.

Because DeferAlly is software, not a Qualified Intermediary, it never competes with your firm for clients. Your brand stays on everything the client sees, and your team keeps full control of the exchange.

Built for firms of every size

Boutique QIs and solo exchange attorneys use DeferAlly to look and operate like a large firm. High-volume intermediaries use it to run hundreds or thousands of exchanges a year with a complete audit trail, team seats, role-based access and CRM sync with HubSpot or Salesforce. Family offices and wealth managers use it to coordinate exchanges across entities and keep advisors, accountants and closing agents informed.

Security and compliance

Exchange files contain sensitive financial and personal data. DeferAlly uses role-based access, multi-factor sign-in for staff, a full compliance audit log and exportable records, and publishes its security practices in the DeferAlly Trust Center.

Frequently asked questions